+1,009.9%
NI vs URA
-51.6%
+1,061.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.4% | +1.1% |
| 7D | +3.1% | +4.5% | -1.4% | +2.4% |
| 30D | +11.2% | -13.4% | +24.6% | +13.2% |
| 3M | +9.8% | -28.4% | +38.2% | +14.6% |
| 6M | -1.6% | -40.5% | +38.8% | +4.9% |
| YTD | +12.6% | -24.3% | +36.9% | +14.8% |
| 1Y | +7.8% | -28.8% | +36.6% | +10.7% |
| 3Y | +100.5% | +37.6% | +62.9% | +80.5% |
| 5Y | +114.4% | +30.7% | +83.7% | +90.0% |
| 10Y | +193.9% | +266.8% | -72.9% | +98.6% |
| All | +1,009.9% | -51.6% | +1,061.5% | +916.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling